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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM 2013 Dashboards’

New eBook: Create or Customize Dashboards in Microsoft Dynamics CRM

It’s 10 pm, do you know where your sales opportunities are? If you have dashboards set up in Microsoft Dynamics CRM you can make data easily accessible to everyone on your team so you know what’s happening with sales opportunities and service cases at this very minute. Then you can reach quickly and make important […]

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Security Role Specific Dashboards in Microsoft Dynamics CRM 2013

A common request of the 2011 version of CRM was the ability to create a dashboard for a group of users, but restrict access to that dashboard from the rest of the organization. An example would typically be an administrative dashboard, which would be very useful to have, but not ideal for standard users to […]

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